Heritage Oak Wealth Advisors’s Johnson & Johnson JNJ Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio JNJ Stock Details JNJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Buy	1,748 +155	+10%	+$36.1K	0.13%	61
2026 Q1	$389K	Sell	1,593 -7	-0.4%	-$1.63K	0.12%	51
2025 Q4	$331K	Sell	1,600 -39	-2%	-$7.71K	0.12%	59
2025 Q3	$304K	Buy	1,639 +55	+3%	+$9.42K	0.11%	62
2025 Q2	$242K	Sell	1,584 -81	-5%	-$12.5K	0.09%	66
2025 Q1	$276K	Sell	1,665 -428	-20%	-$67K	0.12%	59
2024 Q4	$303K	Buy	+2,093	New	+$324K	0.14%	55
2024 Q3	–	Sell	-3,813	Closed	-$557K	–	179
2024 Q2	$557K	Buy	+3,813	New	+$567K	0.28%	49

Other funds holding JNJ

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Heritage Oak Wealth Advisors's JNJ Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Johnson & Johnson (JNJ) stake by 9.7% in Q2 2026, buying an estimated $36.1K and bringing the position to 1,748 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #61.

Heritage Oak Wealth Advisors first reported a position in JNJ in Q2 2024 and has held it in 8 quarters since. The position peaked at $557K in Q2 2024. 1,689 funds tracked by Wall St. Rank hold JNJ as of Q2 2026.

Heritage Oak Wealth Advisors held 1,748 shares of Johnson & Johnson worth $444K as of Q2 2026.
Heritage Oak Wealth Advisors bought 155 Johnson & Johnson shares in Q2 2026, an estimated $36.1K.
Johnson & Johnson made up 0.13% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Heritage Oak Wealth Advisors first reported a position in Johnson & Johnson in Q2 2024 and has held it in 8 quarters since.
Heritage Oak Wealth Advisors's Johnson & Johnson position peaked at $557K in Q2 2024.
1,689 funds tracked by Wall St. Rank held Johnson & Johnson as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.